We're fee-only. No minimums. No commissions. No surprises.
We’re incentivized to help you reach your goals.
Our fees are competitive starting at 1.25% per year. For example, an account with an annual balance of $10,000 will cost only $125 per year for our services.
Here’s what sets us apart
We bring together the power of financial planning and traditional investment management.
| Your all-in-one solution | Your other options | |||
|---|---|---|---|---|
|
DIY | Robo Advisor | Broker | |
| Investment Management | ||||
| Investment Management | ||||
| Low cost dynamic investment strategies | ||||
| Low cost dynamic investment strategies | ✔ | ✔ | ✔ | |
| Fully diversified portfolio | ||||
| Fully diversified portfolio | ✔ | ✔ | ✔ | ⁇ |
| Tax-loss harvesting | ||||
| Tax-loss harvesting | ✔ | ✔ | ⁇ | |
| Proper rebalancing | ||||
| Proper rebalancing | ✔ | ✔ | ⁇ | |
| Tax-efficient asset location | ||||
| Tax-efficient asset location | ✔ | ✔ | ⁇ | |
| Account aggregation | ||||
| Account aggregation | ✔ | ✔ | ✔ | ⁇ |
| Integration of 401(k) | ||||
| Integration of 401(k) into investment strategy | ✔ | ⁇ | ||
| Ease the time and stress | ||||
| Ease the time and stress to manage a portfolio | ✔ | ✔ | ✔ | |
| Pay commissions | ||||
| Pay commissions | ✔ | |||
| Financial Planning | ||||
| Financial Planning | ||||
| Fiduciary advisors | ||||
| Fiduciary advisors serving your interests | ✔ | ⁇ | ||
| Goals-based planning and management | ||||
| Goals-based planning and management | ✔ | ⁇ | ||
| Accessible educational content | ||||
| Accessible educational content | ✔ | |||